View Upcoming & Past Meetings

Need to see your upcoming or past meetings? We've got you covered!

From the Dialpad Meetings dashboard:

Select Menu
Select Meetings

Here, you'll see 2 tabs for your upcoming and completed meetings.

History: Meetings that have already happened
Upcoming: Meetings that are scheduled

Meetings interface showing history and upcoming meetings with participants listed.

Let's take a closer look at both.

Upcoming meetings

The Upcoming section of your Meetings overview displays a list of meetings that you have already scheduled.

Upcoming meetings section displaying scheduled events and options to schedule new meetings.

Select a meeting to see the full meeting details.

From the meeting view you can:

Edit the meeting
Add participants
Delete the meeting
Copy the meeting's URL

You can also schedule new meetings from the Upcoming tab — simply select the purple Schedule meeting button and enter the meeting details.

Meeting history

The History section of your Meetings overview displays a list of your past meetings with the date, time, and participant list.

It also includes labels for Dialpad Ai, audio, and/or video recording if those features were turned on during a meeting.

Meeting history showing recordings and transcripts for various sessions on specific dates.

View Ai recap

Access your meeting insights by viewing the Ai Recap, which includes the meeting transcript and call recording, if it’s enabled by your admin.

Ai Recap can be viewed in two ways

View Ai Recap from Meeting history

Select a meeting
Select View Ai Recap

View Ai Recap from Inbox

Navigate to Meetings tab
Select a meeting
Select View Ai recap

Share Ai Recap

You can share your meetings Ai Recap in two ways:

From the Dialpad Meetings exit page

Share your Ai Recap from the Dialpad Meetings exit page

Select Share
Select recipients
1. Add more recipients by entering the name or email address on the field if necessary
Navigate to Allow access for
1. Select Full meeting details or
2. Select Ai Summary and action items only
Select Done

From the Dialpad app

Share your Ai Recap from the Dialpad app

Navigate to your inbox
Select the Meetings tab
Select a meeting you want to share
Select View Ai recap
Select the share button
Select recipients
1. Add more recipients by entering the name or email address on the field if necessary
Navigate to Allow access for
1. Select Full meeting details or
2. Select Ai Summary and action items only
Select Done

You can also add a message when you share Ai recap.

Request Ai Recap

If the organizer hasn't shared the Ai Recap with you yet, there are two ways you can ask for access

From the Dialpad Meetings exit page

Select the Send request button from the Dialpad Meetings exit page.

From the Dialpad app

Select Request access from your Dialpad app inbox

Navigate to Meetings tab
Select a meeting
Select Request access

Meeting details with options to request access and view upcoming meetings.

A Dialbot alert will be sent to the organizer, asking them to share the Ai Recap.

Edit meeting title

You can edit the meeting title of your upcoming or previous meetings, navigate to the History or Upcoming tab

Select a meeting
Select the pencil icon
Enter the meeting title
Select the check button

That's it! Your changes will be saved.

Delete a meeting

To delete a schedule or past meetings, go to the History or Upcoming tab

Select a meeting
Select the trash icon
Select Delete meeting
1. For regular scheduled meetings, select either to Delete this meeting only or Delete all repeating future meetings

After deleting a meeting, the chat logs, call recordings, and Ai summary will also be removed.